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Beacon Capital Management, LLC: VYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Capital Management, LLC on VYM, newest first. How the timeline and the estimate are built.

Beacon Capital Management, LLC held 1,616 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,616 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $255,343.

    13F-HR 0002085853-26-000901 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,610 shares
    Change vs previous 13F +38 shares

    0.04% of the 13F portfolio, value $238,405.

    13F-HR 0001921487-26-000002 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,572 shares
    Change vs previous 13F +6 shares

    0.03% of the 13F portfolio, value $225,624.

    13F-HR 0001921487-26-000001 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,566 shares
    Change vs previous 13F -369 shares

    0.03% of the 13F portfolio, value $220,719.

    13F-HR 0001921487-25-000006 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,935 shares
    Change vs previous 13F -335 shares

    0.03% of the 13F portfolio, value $257,934.

    13F-HR 0001921487-25-000003 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,270 shares
    Change vs previous 13F -139 shares

    0.04% of the 13F portfolio, value $292,772.

    13F-HR 0001921487-25-000002 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,409 shares
    Change vs previous 13F +47 shares

    0.04% of the 13F portfolio, value $307,355.

    13F-HR 0001921487-25-000001 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,362 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $302,797.

    13F-HR 0001921487-24-000006 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).